13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001056559
申报总市值
US$25.4亿
US$25.4亿
326 檔
12.5%
North Star Asset Management Inc 在 Q1 2025 季度的美股仓位总计估值为 US$25.4亿，分散于 326 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，North Star Asset Management Inc 操作展现出积极扩展与加仓意向。本季共新建仓 200 个新仓位，并对 0 个既有持股进行加仓（合计增持 200 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，North Star Asset Management Inc 的前 5 大核心持股（包含 AAPL, FISV, SCHB 等）合计占整体申报市值的 12.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 326 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 3.67% | +0.02% | +1.81% | |
| 2 | FISV | Fiserv Inc | 股票-其他 | 2.93% | -0.13% | -1.85% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.86% | +0.24% | -1.16% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.23% | +0.78% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.34% | +0.02% | -1.26% | |
| 6 | ✓ | 股票-其他 | 2.31% | — | +1.09% | ||
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 2.26% | +0.09% | +4.50% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.21% | +0.12% | +0.04% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.87% | +0.04% | +1.24% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.87% | -0.22% | +0.01% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.80% | -0.24% | +0.34% | |
| 12 | SYK | Stryker CORP | 股票-医疗保健 | 1.69% | -0.15% | +0.16% | |
| 13 | ✓ | 股票-其他 | 1.67% | — | +0.34% | ||
| 14 | ACIW | Aci Worldwide Inc | 股票-科技 | 1.67% | +0.10% | -2.70% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 1.59% | -0.24% | +2.44% | |
| 16 | ✓ | 股票-其他 | 1.54% | — | +0.47% | ||
| 17 | ✓ | 股票-其他 | 1.54% | — | +0.56% | ||
| 18 | INTU | Intuit Inc | 股票-科技 | 1.41% | -0.33% | +0.71% | |
| 19 | AME | Ametek Inc | 股票-工业 | 1.39% | -0.01% | +0.46% | |
| 20 | EVTC | Evertec Inc | 股票-其他 | 1.37% | -0.11% | +2.73% | |
| 21 | ✓ | 股票-其他 | 1.30% | — | +2.89% | ||
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.29% | -0.12% | +2.00% | |
| 23 | EFX | Equifax Inc | 股票-工业 | 1.25% | -0.17% | +1.26% | |
| 24 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.24% | -0.03% | +3.04% | |
| 25 | ✓ | 股票-其他 | 1.24% | — | — | ||
| 26 | SNPS | Synopsys Inc | 股票-科技 | 1.18% | -0.01% | +3.58% | |
| 27 | ✓ | 股票-其他 | 1.07% | — | +3.71% | ||
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.06% | -0.08% | +2.54% | |
| 29 | DHR | Danaher CORP | 股票-医疗保健 | 1.06% | -0.10% | +3.60% | |
| 30 | ADI | Analog Devices Inc | 股票-科技 | 1.04% | +0.12% | +0.45% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.01% | +2.12% | |
| 32 | SWTSX | Schwab Tot Stk Mrkt Indx | 股票-其他 | 1.02% | +0.05% | -2.87% | |
| 33 | ✓ | 股票-其他 | 1.02% | — | +3.24% | ||
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.99% | -0.17% | -0.42% | |
| 35 | ✓ | 股票-其他 | 0.98% | — | -3.03% | ||
| 36 | ECL | Ecolab Inc | 股票-原材料 | 0.92% | -0.06% | -0.28% | |
| 37 | ✓ | 股票-其他 | 0.92% | — | -0.49% | ||
| 38 | AES | Aes CORP | 股票-公用事业 | 0.91% | -0.37% | +5.77% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | -0.14% | -0.50% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | — | +0.63% | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.80% | +0.27% | +0.60% | |
| 42 | AMG | Affiliated Managers Group | 股票-金融 | 0.78% | +0.05% | +0.22% | |
| 43 | ✓ | 股票-其他 | 0.78% | — | -12.06% | ||
| 44 | ROP | Roper Technologies Inc | 股票-科技 | 0.77% | -0.08% | +5.08% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.74% | +0.03% | -10.85% | |
| 46 | ✓ | 股票-其他 | 0.73% | — | -6.12% | ||
| 47 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.72% | -0.02% | +0.66% | |
| 48 | RPM | Rpm International Inc | 股票-原材料 | 0.72% | +0.01% | +0.30% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.72% | — | -3.30% | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.72% | -0.08% | -2.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | 新建仓 |
| 2 | FISV | Fiserv Inc | — | NEW | 新建仓 |
| 3 | SCHB | Schwab US Broad Market ETF | — | NEW | 新建仓 |
| 4 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 5 | V | Visa Inc-class A Shares | — | NEW | 新建仓 |
| 6 | ✓ | — | NEW | 新建仓 | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新建仓 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建仓 |
| 9 | AMZN | Amazon.com Inc | — | NEW | 新建仓 |
| 10 | ABT | Abbott Laboratories | — | NEW | 新建仓 |
| 11 | SCHW | Schwab (charles) CORP | — | NEW | 新建仓 |
| 12 | SYK | Stryker CORP | — | NEW | 新建仓 |
| 13 | ✓ | — | NEW | 新建仓 | |
| 14 | ACIW | Aci Worldwide Inc | — | NEW | 新建仓 |
| 15 | ADBE | Adobe Inc | — | NEW | 新建仓 |
| 16 | ✓ | — | NEW | 新建仓 | |
| 17 | ✓ | — | NEW | 新建仓 | |
| 18 | INTU | Intuit Inc | — | NEW | 新建仓 |
| 19 | AME | Ametek Inc | — | NEW | 新建仓 |
| 20 | EVTC | Evertec Inc | — | NEW | 新建仓 |
| 21 | ✓ | — | NEW | 新建仓 | |
| 22 | TMO | Thermo Fisher Scientific Inc | — | NEW | 新建仓 |
| 23 | EFX | Equifax Inc | — | NEW | 新建仓 |
| 24 | VEEV | Veeva Systems Inc-class A | — | NEW | 新建仓 |
| 25 | ✓ | — | NEW | 新建仓 | |
| 26 | SNPS | Synopsys Inc | — | NEW | 新建仓 |
| 27 | ✓ | — | NEW | 新建仓 | |
| 28 | MA | Mastercard Inc - A | — | NEW | 新建仓 |
| 29 | DHR | Danaher CORP | — | NEW | 新建仓 |
| 30 | ADI | Analog Devices Inc | — | NEW | 新建仓 |
| 31 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 32 | SWTSX | Schwab Tot Stk Mrkt Indx | — | NEW | 新建仓 |
| 33 | ✓ | — | NEW | 新建仓 | |
| 34 | LOW | Lowe's Cos Inc | — | NEW | 新建仓 |
| 35 | ✓ | — | NEW | 新建仓 | |
| 36 | ECL | Ecolab Inc | — | NEW | 新建仓 |
| 37 | ✓ | — | NEW | 新建仓 | |
| 38 | AES | Aes CORP | — | NEW | 新建仓 |
| 39 | COST | Costco Wholesale CORP | — | NEW | 新建仓 |
| 40 | JPM | Jpmorgan Chase & Co | — | NEW | 新建仓 |
| 41 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
| 42 | AMG | Affiliated Managers Group | — | NEW | 新建仓 |
| 43 | ✓ | — | NEW | 新建仓 | |
| 44 | ROP | Roper Technologies Inc | — | NEW | 新建仓 |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | 新建仓 |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | PB | Prosperity Bancshares Inc | — | NEW | 新建仓 |
| 48 | RPM | Rpm International Inc | — | NEW | 新建仓 |
| 49 | KMB | Kimberly-clark CORP | — | NEW | 新建仓 |
| 50 | FIS | Fidelity National Info Serv | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，North Star Asset Management Inc 在 Q1 2025 季度的美股持仓总市值约为 US$25.4亿，共申报了 326 个公开持股仓位。
在 Q1 2025 季度，North Star Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (3.7%)、FISV (2.9%)、SCHB (2.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.7% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
AAPL
市值: US$8044.3万
在 Q1 2025 季度中，North Star Asset Management Inc 共进行了 200 项持仓异动，包含新建仓 200 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 AAPL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。